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What is Tacrem?

Your journey starts with acquiring your very first client! Just input their name, contact number, email, and other pertinent information, select a profile picture if desired, and hit create! Our appointment management system helps you seamlessly monitor all your meetings, whether they are past or upcoming. You can easily view your daily schedule to find out who you’ll be meeting and why. Additionally, you can add notes, and we will automatically associate the appointment with the client’s profile. This platform acts as the main hub for tacrem. Client profiles grant you access to all previous appointments, projects, applications, and images associated with each individual. You have the ability to upload new images for clients, review original application forms, arrange future appointments, or change the status of current projects! Moreover, our application system allows you to tailor your forms completely, enabling you to pose only the questions that matter most to you. You can choose to incorporate the application form directly on your website or simply provide a link hosted by us in your Instagram bio to simplify the process! With these remarkable tools at your fingertips, managing client relationships has never been more straightforward, ensuring you can focus on what truly matters—building those connections.

What is OfficeClip Contact Management?

OfficeClip serves as a comprehensive solution for managing various work tasks seamlessly, eliminating the need for multiple applications. With OfficeClip CRM, users can efficiently monitor leads, develop campaigns and invoices, oversee documents, arrange meetings, and perform a wide range of additional activities. Its reporting capabilities provide insights that assist in pinpointing both strengths and weaknesses within the organization. The Contact Manager feature enables the storage of detailed client information, which is instrumental in creating client profiles and transforming prospects into leads. Additionally, the platform offers features such as marketing automation, web forms, and call lists designed to enhance engagement with clients and users alike, fostering more productive interactions. Overall, OfficeClip empowers businesses to streamline their operations and improve their effectiveness in managing customer relationships.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Brevo
Google
Google Forms
Mailjet
Microsoft Outlook
PayPal
SMTP Provider
SendGrid
SocketLabs
Stackreaction
Stripe

Integrations Supported

Amazon Web Services (AWS)
Brevo
Google
Google Forms
Mailjet
Microsoft Outlook
PayPal
SMTP Provider
SendGrid
SocketLabs
Stackreaction
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

$29.99 per month
Free Trial Offered?
Free Version

Pricing Information

$3 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Tacrem

Company Location

Canada

Company Website

www.tacrem.com

Company Facts

Organization Name

OfficeClip

Date Founded

2003

Company Location

United States

Company Website

www.officeclip.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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